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Spearhead Capital Advisors’s Middleby MIDD Stock Holding History

Spearhead Capital Advisors’s Portfolio MIDD Stock Details MIDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$344K Buy
2,687
+149
+6% +$20.9K 0.37% 75
2022
Q2 		$318K Buy
+2,538
New +$366K 0.05% 115

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Spearhead Capital Advisors's MIDD Position: Q3 2022 in Review

Spearhead Capital Advisors increased its Middleby (MIDD) stake by 5.9% in Q3 2022, buying an estimated $20.9K and bringing the position to 2,687 shares worth $344K. The position accounts for 0.37% of the portfolio, ranked #75.

Spearhead Capital Advisors first reported a position in MIDD in Q2 2022 and has held it in 2 quarters since. 326 funds tracked by Wall St. Rank hold MIDD as of Q3 2022.

  • Spearhead Capital Advisors held 2,687 shares of Middleby worth $344K as of Q3 2022.
  • Spearhead Capital Advisors bought 149 Middleby shares in Q3 2022, an estimated $20.9K.
  • Middleby made up 0.37% of Spearhead Capital Advisors's portfolio in Q3 2022, its #75 holding.
  • Spearhead Capital Advisors first reported a position in Middleby in Q2 2022 and has held it in 2 quarters since.
  • 326 funds tracked by Wall St. Rank held Middleby as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.